Executive Financial Planning Jobs in Chennai - Holistic Investment Planners Pvt Ltd
Job Description
Job Description:-
- Analyzing Client Requirements.
- Collecting required Financial Data.
- Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).
- Creating feasible Scenario.
- Preparation of Financial Reports.
- Portfolio Review of Client at Regular Intervals.
- Working Days:- Monday to Saturday.
- Working Hours:- 9.30 A.M. - 6.00 P.M. (Including Saturday)
Job Particulars
Role others
Who can apply Freshers
Hiring Process Written-test, Face to Face Interview
Employment TypeFull Time
Job Id523800
Job Category MBA , Analyst / Analytics , Logistics / Transportation
Locality Address Teynampet
State Tamil Nadu
Country India
About Company
We are Financial Planners and Wealth Managers to Business Owners, Corporate Executives, NRIs and professionals from Medicine, Engineering, IT, etc. Holistic Investment Planners has got its prominent presence for more than a decade.
We do have a network of clients all over the world. We received the Best Financial Advisor Award for South India from CNBC TV18 for the year 2012.
Our 360-degree wealth management approach helps our clients avoid costly mistakes, manage risk, save time, and improve their overall financial investment results.Jobs By Location
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